Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $542,977 | $156,398+247.2% | $147,318+268.6% | $138,895+290.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.67% | 78.75%-71.1pp | 70.43%-62.8pp | 145.39%-137.7pp |
| Employer contribution / active EE | $3,953 | $4,853-18.6% | $4,593-13.9% | $4,194-5.8% |
| Participant deferral / active EE | $13,950 | $8,237+69.3% | $7,906+76.4% | $6,396+118.1% |
| Admin fee / account holder | $20,814 | $14,976+39.0% | $13,708+51.8% | $12,562+65.7% |